Using Dynamics 365 Lookup Fields and Workflows to Send Introductory Emails

In a previous blog post, I explained how to use the ClickDimensions new drag and drop email editor to dynamically insert images using FreeMarker. One use case I outlined was [...]

CRM News: The Microsoft Power Platform Story Comes into Sharp Focus

ClickDimensions' Senior Director of Pre-Sales Consulting and 13-time Microsoft MVP Matt Wittemann shares his latest Dynamics 365 news and insights. The middle of summer may be a lazy time for [...]

Tips for Using Personalized Email Content and CRM Language Translations

Rendering of personalized email content populated via FreeMarker code is dependent on many elements, but two of the most ubiquitous are field types referenced and CRM language settings. As a [...]

Setting up a Workflow to Update IP Organization Records in CRM

When someone visits your website, there are several records written back to your Dynamics environment, if you have the ClickDimensions tracking script embedded. One of those records is the IP [...]

Managing Sales Opportunities (Part Two): Advanced Reporting via CRM Campaigns

In my last blog post about managing sales opportunities, we walked through a strategy for nurturing leads with potential sales opportunities using a ClickDimensions campaign automation. The campaign automation utilized [...]

Utilizing Dynamics 365 On-Demand Workflows with ClickDimensions

Dynamics 365/CRM on-demand workflows are like little racehorses waiting inside the starting gate for the gun to go off. You may have dabbled with them previously for CRM functions, but [...]